CFP®, ChFC®, CRPC®, CAP®
Financial Advisor / Member Owner
I don't believe financial goals should define our lives. Rather, money is a valuable tool that supports the broader purpose we envision for our lives. I love to help clients articulate a purpose for their lives and discern how finances can play a role in supporting it.
Casey Christianson is a financial advisor in our Rockford, Illinois, office. He works closely with clients on numerous aspects of financial planning, with a strong focus on helping them find a purpose for their wealth and integrating creative charitable and tax strategies into their comprehensive financial plan.
Casey is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning CounselorSM (CRPC®), and Chartered Advisor in Philanthropy® (CAP®) designations, designed to help equip him with specialized knowledge to guide clients through complex decisions and help them pursue their lifetime and legacy goals.
Casey has been involved in the financial services industry since 2015, building a strong foundation in financial planning before becoming a financial advisor in 2020. He began his career at Savant as a financial planning intern and later joined the firm full-time, where he developed expertise in tax-efficient investment strategies, proactive estate and income tax planning, retirement income planning, and philanthropic planning.
Casey earned a bachelor’s degree in business/economics from Wheaton College, graduating magna cum laude. He is a graduate of the Rockford Chamber Leadership Program and serves as treasurer for Illinois Stateline Young Life. He also participates in the worship ministry at First Evangelical Free Church in Rockford and serves on the board of Rockford Christian School.
Born and raised in Rockford, Casey enjoys golfing local courses, exploring forest preserves, running trails, and spending time with his wife, Mallory, and their three children.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.